See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,327 | $82,286+183.6% | $68,791+239.2% | $134,475+73.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.05% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $12,257 | $3,301+271.3% | $2,655+361.6% | $4,740+158.6% |
| Participant deferral / active EE | $10,886 | $4,739+129.7% | $3,941+176.2% | $6,400+70.1% |
| Admin fee / account holder | -$116 | $6,481-101.8% | $4,932-102.4% | $11,426-101.0% |